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LJAC

L.J. Altfest & Co Portfolio holdings

AUM $935M
1-Year Est. Return 27.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$14.1M
3
+$11.3M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$7.84M
5
AIS
VistaShares Artificial Intelligence Supercycle ETF
AIS
+$6.79M

Top Sells

1
+$19.9M
2
+$13M
3
+$12.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$12.1M
5
VDE icon
Vanguard Energy ETF
VDE
+$9.23M

Sector Composition

1 Technology 9.38%
2 Healthcare 5.32%
3 Financials 3.06%
4 Communication Services 2.52%
5 Materials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$617K 0.07%
15,646
-4,175
202
$616K 0.07%
5,657
-139
203
$606K 0.07%
+3,723
204
$594K 0.07%
6,498
-821
205
$593K 0.07%
13,958
-1
206
$589K 0.07%
7,001
+677
207
$588K 0.07%
2,665
+241
208
$587K 0.07%
12,505
-2,173
209
$585K 0.07%
4,151
-293
210
$582K 0.06%
12,758
211
$581K 0.06%
10,499
+186
212
$578K 0.06%
+3,860
213
$563K 0.06%
13,089
+225
214
$562K 0.06%
3,465
-384
215
$557K 0.06%
15,819
+3
216
$556K 0.06%
10,461
-1,747
217
$552K 0.06%
6,027
+3
218
$549K 0.06%
10,643
-4,895
219
$542K 0.06%
3,492
+1,036
220
$539K 0.06%
557
-277
221
$534K 0.06%
4,314
-4,991
222
$534K 0.06%
3,243
223
$533K 0.06%
26,044
224
$532K 0.06%
936
+59
225
$532K 0.06%
+1,251
7 8
9
10 11